Invesco
IVZ icon

Invesco’s Invesco IVZ Stock Holding History

Invesco’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$246M Sell
9,309,278
-1,248,747
-12% -$33.1M 0.02% 670
2026
Q1 		$256M Buy
10,558,025
+1,787,904
+20% +$46.8M 0.03% 605
2025
Q4 		$230M Buy
+8,770,121
New +$214M 0.02% 624
2017
Q1 		– Sell
-1,551,792
Closed -$47.1M – 3725
2016
Q4 		$47.1M Buy
+1,551,792
New +$47.7M 0.02% 805
2016
Q1 		– Sell
-773,792
Closed -$25.9M – 3725
2015
Q4 		$25.9M Sell
773,792
-74,349
-9% -$2.43M 0.01% 1030
2015
Q3 		$26.5M Buy
+848,141
New +$30.2M 0.01% 1013

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco's IVZ Position: Q2 2026 in Review

Invesco reduced its Invesco (IVZ) stake by 12% in Q2 2026, selling an estimated $33.1M and leaving 9,309,278 shares worth $246M. The position accounts for 0.02% of the portfolio, ranked #670.

Invesco first reported a position in IVZ in Q3 2015 and has held it in 6 quarters since. The position peaked at $256M in Q1 2026. 668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Invesco held 9,309,278 shares of Invesco worth $246M as of Q2 2026.
  • Invesco sold 1,248,747 Invesco shares in Q2 2026, an estimated $33.1M.
  • Invesco made up 0.02% of Invesco's portfolio in Q2 2026, its #670 holding.
  • Invesco first reported a position in Invesco in Q3 2015 and has held it in 6 quarters since.
  • Invesco's Invesco position peaked at $256M in Q1 2026.
  • 668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.